Financial Data Entry in Excel
Budget: $2 – $8 USD
I have a set of raw financial records that must be entered into Excel and arranged strictly by date. I will forward the source files (PDF statements and the occasional CSV download); every transaction line needs to be keyed in, totals verified, and the final sheet sorted chronologically from the oldest entry to the most recent.
I’ll also provide a concise style guide covering number formats, header rows, cell styles, and a colour code that highlights income versus expense. Please follow those custom formatting instructions so the workbook is client-ready the moment it lands back in my inbox.
Because these files contain confidential account figures, I need someone who treats data security as non-negotiable and is willing to delete local copies once the project closes. A quick turnaround matters to me as well: a first draft within 24 hours of receiving the documents, then a prompt final version after any feedback.
Deliverable
• One Excel (.xlsx) file containing all supplied financial data, ordered by date, formatted to the provided guide, with no missing or duplicate entries.
Let me know if you need clarification on the layout or formatting before you begin.
I’ll also provide a concise style guide covering number formats, header rows, cell styles, and a colour code that highlights income versus expense. Please follow those custom formatting instructions so the workbook is client-ready the moment it lands back in my inbox.
Because these files contain confidential account figures, I need someone who treats data security as non-negotiable and is willing to delete local copies once the project closes. A quick turnaround matters to me as well: a first draft within 24 hours of receiving the documents, then a prompt final version after any feedback.
Deliverable
• One Excel (.xlsx) file containing all supplied financial data, ordered by date, formatted to the provided guide, with no missing or duplicate entries.
Let me know if you need clarification on the layout or formatting before you begin.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Financial Analysis
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Data Management